Purchases and Sales Made in Q1 2023 in Reaves Utility Income Fund (UTG)
This table provides information about the institutional ownership of Reaves Utility Income Fund (UTG) during Q1 2023. The information is specifically focused on institutions that hold shares of REAVES UTILITY INCOME FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.22K+ 7.78% |
$32.3K - $37K
|
16.9K
$575K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.17K+ 5.0% |
$30.8K - $35.3K
|
24.5K
$833K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.13KNew |
$29.8K - $34.1K
|
1.13K
$38.3K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.1K+ 264.49% |
$29K - $33.2K
|
1.51K
$51.3K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.02K+ 2.5% |
$26.9K - $30.9K
|
41.7K
$1.42M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1K+ 76.8% |
$26.5K - $30.3K
|
2.3K
$78.3K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
940New |
$24.9K - $28.5K
|
940
$32K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
880+ 1.27% |
$23.3K - $26.7K
|
70.2K
$2.39M
|
|
|
May 09, 2023
Q1 2023
|
Reaves W H & CO Inc
|
BUY
|
- |
848+ 0.92% |
$22.5K - $25.7K
|
93.4K
$3.18M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
847+ 2.97% |
$22.4K - $25.7K
|
29.3K
$998K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
659+ 0.34% |
$17.5K - $20K
|
192K
$6.53M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
630+ 8.09% |
$16.7K - $19.1K
|
8.42K
$286K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
589New |
$15.6K - $17.9K
|
589
$20K
|
|
|
Apr 27, 2023
Q1 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
495+ 4.42% |
$13.1K - $15K
|
11.7K
$398K
|
|
|
Apr 28, 2023
Q1 2023
|
Hgk Asset Management Inc
|
BUY
|
- |
485+ 2.74% |
$12.8K - $14.7K
|
18.2K
$619K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
484+ 5.26% |
$12.8K - $14.7K
|
9.69K
$330K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
483New |
$12.8K - $14.7K
|
483
$16.4K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
464+ 1.99% |
$12.3K - $14.1K
|
23.8K
$811K
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
450+ 5.49% |
$11.9K - $13.7K
|
8.65K
$294K
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
434+ 3.67% |
$11.5K - $13.2K
|
12.3K
$417K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
400+ 259.74% |
$10.6K - $12.1K
|
554
$18.8K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
388+ 0.95% |
$10.3K - $11.8K
|
41.1K
$1.4M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
370+ 1.44% |
$9.8K - $11.2K
|
26.1K
$887K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
305+ 2.99% |
$8.08K - $9.25K
|
10.5K
$358K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
275New |
$7.28K - $8.34K
|
275
$9.36K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
227+ 2.3% |
$6.01K - $6.89K
|
10.1K
$344K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
200New |
$5.3K - $6.07K
|
200
$6.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
185+ 110.12% |
$4.9K - $5.61K
|
353
$12K
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
177+ 0.52% |
$4.69K - $5.37K
|
33.9K
$1.15M
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
150+ 48.39% |
$3.97K - $4.55K
|
460
$15.6K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
140+ 1.55% |
$3.71K - $4.25K
|
9.19K
$313K
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
108+ 0.49% |
$2.86K - $3.28K
|
22.3K
$757K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
94+ 0.6% |
$2.49K - $2.85K
|
15.7K
$534K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
80New |
$2.12K - $2.43K
|
80
$2.72K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
80New |
$2.12K - $2.43K
|
80
$2.72K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
BUY
|
- |
73+ 1.91% |
$1.93K - $2.21K
|
3.9K
$133K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
67+ 0.82% |
$1.77K - $2.03K
|
8.23K
$280K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
26+ 0.34% |
$688 - $789
|
7.61K
$259K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
23+ 82.14% |
$609 - $698
|
51
$1.74K
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
12+ 2.65% |
$318 - $364
|
465
$15.8K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
10+ 0.15% |
$265 - $303
|
6.55K
$223K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
7+ 1.91% |
$185 - $212
|
373
$12.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
6+ 1.27% |
$159 - $182
|
480
$16.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 2.03% |
$106 - $121
|
201
$6.84K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4+ 1.96% |
$106 - $121
|
208
$7.08K
|
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-13- 0.02% |
$344 - $394
|
64.7K
$2.2M
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-169- 0.55% |
$4.48K - $5.13K
|
30.8K
$1.05M
|